Design Survey
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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1.
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From the Design tab, under Survey status, select the survey’s current status. |
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In Test Mode — Select this to test the survey. The program does not record survey responses entered during Test mode. |
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Open — Select this to allow respondents to take the survey. |
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Closed — Select this to close the survey. If you select Allow users to view survey results, a Show Survey Results button appears instead of questions. |
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2.
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In the Title field, enter a name to appear on your web page for your survey. |
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3.
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In the Subtitle field, enter additional text about the survey for website users to read. |
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In the Submit button text, Next button text, and Previous button text fields, enter the text to appear for these navigation buttons. You can use the default values or enter different text for each button. |
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In the On submit message box, enter a message that appears when the user clicks Submit. |
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In the Survey closed message box, enter a message to appear to notify users when the survey is closed. |
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7.
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To add a Display Results button after the user submits his response, select Allow users to view survey results. |
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8.
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Under Survey questions, to add a question, click New Question. |
The Add Survey Question screen appears.
Note: When you select a question type, a sample appears under Sample.
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a.
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Under Question, in the Type field, select the type of question to add. The options that appear in the Question and Answers frames depend on the selected question type. |
After a user submits a response, you cannot edit questions for a survey.
For more information about question types, see Survey.
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b.
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In the Question field, enter the question to ask. |
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c.
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To not have the program automatically number the survey questions, select Skip auto numbering. |
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d.
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To require respondents to answer the question before they can submit the survey or move to the next page of a multi-page survey, select Answer required. |
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e.
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Under Answers, enter possible answers on separate lines. Enter the first answer choice in the box and press Enter on your keyboard. On the second line, enter the second answer choice and press Enter. Continue until you have entered all possible answers. |
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To display answers in random order, select Display in random order. |
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If you select a choice question type, Other appears. To add Other as an answer choice with a text field for respondents to enter their response, select this checkbox and, in the Limit Answers to [ ] characters field, enter the maximum number of characters a respondent can enter in his answer. |
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If you select an open-ended question type, in the Limit answers to [ ] characters field, enter the maximum number of characters a respondent can enter in his answer. |
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i.
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If you select a matrix question type, the Answer columns frame appears. Enter answer column names on separate lines. |
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If you select a “Matrix — Multiple Answers per Row (Dropdown)” question type, in the Number of columns field, select the number of columns to appear. In the Heading fields, enter a heading for each column. In the Choices box, enter answer choices for each column on separate lines. |
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k.
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If you select a “Presentation — Text” question type, in the Text box, enter the text to appear. |
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If you select a “Presentation — Image” question type, in the Question box, enter the text to appear. To insert an image, click Add Image. The Select Image from Image Library screen appears. For information about how to insert an image, see Insert Image. |
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m.
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Click OK. You return to the Edit Part screen and the new question appears at the bottom of the screen. |
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To generate a print preview of the survey, click Print preview. |
Tip: Users with create and edit rights or Supervisor rights can print survey results to a PDF or export them to a .csv file when accessing the survey part on a page.
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10.
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To export results into a .csv file, click Export results. |
Note: After you receive responses to the survey, the View response details, Clear responses, and Refresh results buttons appear beside Print preview and Export results. For more information about these buttons, see Survey Response Data.
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Click Save. You return to Parts. |